Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 15, 2025Fund LettersSonu ChawlaCRWD CrowdStrike Holdings, Inc. Information TechnologySystems Software Bull NASDAQcybersecurity, Endpoint, Identity, Reacceleration, Retention, Subscriptions
Jul 15, 2025Fund LettersMichael McCloskeyCFR SW Compagnie Financière Richemont SA Consumer DiscretionaryLuxury Goods Bull Swiss ExchangeAcquisitions, brands, Jewelry, Luxury, Pricing power
Jul 15, 2025Fund LettersMichael McCloskeyGOOGL Alphabet Inc. Communication ServicesInternet Content & Information Bull NASDAQAI, cloud, Models, monetization, Search
Jul 15, 2025Fund LettersMichael McCloskeyAXP American Express Company FinancialsCredit Services Bull NYSECards, consumer, network effect, Payments, spending
Jul 15, 2025Fund LettersJack McManusEDEN FP Edenred SE OtherConsumer Finance Bull Euronext Stock ExchangeBenefits, growth, Networks, Payments, Regulation
Jul 15, 2025Fund LettersJack McManusDOL CN Dollarama Inc. OtherSpecialty Stores Bull TSXconsumer, discount, expansion, Margins, retail
Jul 15, 2025Fund LettersJack McManusICLR Icon plc Health CareLife Sciences Tools & Services Bull NASDAQhealthcare, Outsourcing, research, Trials, valuation
Jul 15, 2025Fund LettersJack McManus4194 JP Visional, Inc. Communication ServicesInteractive Media & Services Bull NYSEDigitalization, Hiring, Labor, marketplace, Networks
Jul 15, 2025Fund LettersJack McManusHEI Heico Corp. IndustrialsAerospace & Defense Bull NYSEAerospace, aftermarket, compounding, Defense, Margins
Jul 15, 2025Fund LettersJack McManusWISE Wise plc Information TechnologyConsumer Finance Bull NYSEFintech, growth, Payments, Platforms, Remittances
Jul 15, 2025Value Investors Clubajp579ZG Zillow Group Inc Communication ServicesInteractive Media & Services Bull NASDAQHousingGAAP inflection, Real estate tech
Jul 15, 2025Value Investors ClubJohnKimbleWLK Westlake Corp MaterialsCommodity Chemicals Bull NYSEBuilding materials, Commodity chemicals, Hydrogen chloride, margin expansion, Petrochemicals, Shale Gas
Jul 15, 2025Value Investors ClubDen1200ITM ItalMobiliare OtherDiversified Financials – Multi-Sector Holdings—Borsa Istanbul—
Jul 15, 2025Value Investors ClubHalWTB Whitbread plc Consumer DiscretionaryHotels, Resorts & Cruise Lines—London Stock Exchange—
Jul 15, 2025Value Investors Clubajp579ZG Zillow Group, Inc. Communication ServicesInteractive Media & Services—NASDAQZillow, Flex, Enhanced Markets, TTV bps, buyer-agent splits, ZHL, Rentals, NAR settlement, Rightmove comp, first-time buyers, governance/SBC, iBuying exit
Jul 15, 2025Value Investors Clubdiamond123LYTS LSI Industries Inc. Information TechnologyElectrical Components & Equipment—NASDAQlighting, display solutions, project planning, M&A optionality, Jim Clark, C-store, grocery, QSR, reshoring, Made in USA, margin expansion, Adapt Services
Jul 15, 2025Value Investors ClubJohnKimbleWLK Westlake Corp. MaterialsCommodity Chemicals—NYSEcommodity chemicals, chlor-alkali, PVC, shale gas advantage, cyclical trough, China overcapacity, building products, Boral acquisition, mid-cycle valuation, Olin peer
Jul 15, 2025SubstackCompound and FireWISE.L Wise plc Information TechnologyInformation Technology Services Bull NYSE—
Jul 14, 2025Fund LettersNew West CapitalPUBM PubMatic Inc Communication ServicesInteractive Media & Services Bull NASDAQAd Tech, antitrust, digital advertising, EBITDA Conversion, Google, market share, Monopoly, Multibagger, Options Strategy, Special situations
Jul 14, 2025Fund LettersNew West CapitalMGNI Magnite Inc Communication ServicesInteractive Media & Services Bull NASDAQAd Tech, antitrust, digital advertising, EBITDA Conversion, Google, market share, Monopoly, Multibagger, Options Strategy, Special situations

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